There are two competing forces in IT, and they are at play during the GenAI era as much as they have ever been during prior eras in the datacenter. One is ...
If all goes according to the high end of plan, then AMD should kiss $10 billion in revenues in the fourth quarter of this ...
Qualcomm had datacenter envy back when Intel ruled the bit barns of the world, and now it has it even worse now that Nvidia ...
Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure ...
Chip designs are busting out beyond the reticle limits of lithography machines, making chiplets and high-bandwidth, in-package die-to-die interconnects ...
Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 ...
Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington DC event dressed ...
Back in early September, the prognosticators at IDC put out an ebullient but simple AI spending forecast going out to 2029, ...
Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. If you ...
One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the ...
Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in excess of the inflation adjusted spending ...
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